Here’s one thing I can say for sure since I started using Asana: I have spent way less time toggling between tabs trying to multitask and remember what I need to do next. Managing my business with Asana has made it so much easier to stay focused on the things that actually matter while keeping everything in one place.
Basically, Asana has become the control tower in my business. And the best thing? It’s free! While Asana does have a paid version, the free version has a number of powerful features and functionalities that will see your productivity go up significantly while saving time that we all need more of.
If you want to start setting up your Asana workspace, check out this blog post where I give all the steps to getting started with Asana within a day.
Here are just a few ways I manage my coaching business with Asana:
I manage all my client projects and interactions within Asana. For each client, I create a new project within my Asana workspace and then invite the client as a collaborator. This enables them to view, edit and complete tasks that I assign to them.
It’s also easy for me to share resources with them through the Google Drive integration that comes with Asana. This way, we only stay in one digital workspace. And my clients know that all communication with them should go through Asana.
I use Asana to create reminders for our client calls and assign homework to them ahead of time. They get to ask questions for clarification through the tool and can share their completed homework on Asana. As a result, we stay out of email exchanges and increase our productivity overall. It’s a win-win for me and my clients!
Other benefits of managing your client’s on Asana:
- Create template projects that can be re-used for each client
- Saves time in the onboarding process
- Keeps communication in one place
- Easy to automate accountability & follow-ups with client
Content Creation & Repurposing
Content creation is a big component of every online business. However, it can be extremely time-consuming without a proper system in place.
This is why I manage this aspect of my business in Asana. I have created a content creation team and a number of projects within it on my Asana workspace, including:
- Content creation workflows
- Content bank
- A Content calendar
I have workflows for each type of content so that I don’t have to create the process from scratch every single time. This helps save mental space and speeds up the process of creating content.
I can also assign steps within the content creation process that don’t require me to do, to my virtual assistant. With Asana I can easily track the tasks that I have assigned to someone else.
There is also a messaging functionality within each task that makes it easier to communicate about specific tasks with my team members.
The calendar view option in Asana allows you to view your tasks in a calendar format. Making it a great tool to plan and schedule all content in one place. I have a single project that I use to schedule all my content, including my podcast, blog & Instagram content.
This also allows me to easily repurpose content across my platforms, saving me even more time without having to create content from scratch for each platform.
Launching can be extremely stressful without a clear plan and a way of keeping organized and tracking what’s going on.
I manage all my launches within Asana. Whether it’s a new website, project, a Facebook challenge, my podcast, it all goes in Asana.
I use Asana to assign tasks to people on my team. And any contractors I outsource work to before the launch. I can easily see what’s happening on a calendar, and drag and drop tasks while in Calendar view, to manage my workload on a daily basis. Dragging and dropping the tasks in the Calendar view automatically updates the due date to the date on which the task has been dropped.
Say Goodbye to back-and-forth emails. Asana is the only app you need to communicate with your team members. I still use Slack, but 80% of our communication is within Asana, which makes it easy to track and follow up.
It’s important to give your team members an orientation of how your business works, how you manage your team members and any other important information they need to know. You can create a workspace with general information about your business within Asana, making it easier for everyone to access one source of information.
You can also create a hub for your Standard Operating Procedures and Operating framework within Asana. This way, your team members don’t have to waste time trying to find out how specific tasks are done, they can easily find the relevant SOP within Asana.
If you need help setting up your SOPs and becoming a more organized business for your team to thrive in, let’s hop on a call and see how we can help you.
Additional Team Management Perks
Asana also makes it easy to manage your team members by;
- Assigning them tasks & easily following up on them
- Viewing and tracking all messages sent to you in a separate ‘inbox’
- Ease of tagging team members in tasks
- Use of the message feature functionality to communicate with everyone in a specific project, without having to mention them individually
Pro tip: You can connect Slack with Asana, and use Slack as a primary messaging tool with your clients. Once you connect Slack and Asana, you can refer to tasks in Asana through Slack or vice versa. Making it easier to track communication and tasks related to the communication.
Want help setting up your task management tool? Check out my VIP day where we map out your processes and create a systems setup plan to get your Asana workspace set up in 30 days.